Accepted for 2 CFP / IWI / CFA CE Credits
March 20, 2026 • 12PM – 2PM ET
Private real estate investing is entering a reset as the market moves away from pandemic-era trends and into a cycle shaped by higher interest rates, AI-enabled operations, and greater focus on select property types and capital structures.
In this session you will learn:
- Key sector and strategy themes, including data centers and industrial assets, residential segments, and opportunities tied to office repricing and adaptive reuse.
- How real estate-focused private credit funds are stepping in as traditional banks are pulling back from lending.
- Why investors are prioritizing income-producing, high-quality assets and how long-term demand factors are influencing real estate allocation decisions.
- How to evaluate private real estate opportunities today, including where it may fit in client portfolios and what risks to watch in the current rate environment.
Lessons/Sessions to be included:
• The State of Private Real Estate Investing
For technical support or questions on CE credits, email or call us at 704.540.2657.
